Family Law Section

Mortgage Financing, Strategies in Divorce

Discussion Will Cover:
~ Key updates to divorce mortgage lending guidelines
~ Importance of timing in divorce financing (pre vs post settlement)
~ Common roadblocks to successful financing
~ In-depth strategies for ensuring loan approvals
~ Case Studies and MSA Language

Crowley, Jason

Jason Crowley, CFA, CFP, CDFA
Co-Founder & Advisor
Divorce Mortgage Advisors

Jason Crowley is a divorce financial strategist, personal finance expert, and entrepreneur. Mr. Crowley is managing partner of Divorce Capital Planning, founder of Survive Divorce, and co-founder of Divorce Mortgage Advisors.

A nationally recognized expert in divorce financial planning, Mr. Crowley has been featured in the Wall Street Journal, Forbes, and other major media outlets. Mr. Crowley is a highly sought-after speaker on financial and tax issues in divorce. He has the distinction of being one of the select few financial professionals to hold the Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), and Certified Divorce Financial Analyst (CDFA) credentials. Mr. Crowley has testified as an expert witness on divorce financial issues. He has extensive training in family law specific Mediation and Collaborative Divorce, and he is an active member in a number of professional associations including the Association of Divorce Financial Planners and Institute for Divorce Financial Analysts. Notably, Mr. Crowley was selected as a member of the prestigious Forbes Finance Council and was the former president of Collaborative Practice San Mateo County (CPSMC).

Mr. Crowley works with his clients and their attorneys to formulate creative strategies to complicated settlement issues. His primary focus is providing guidance on structuring agreements so his clients can achieve their mortgage financing objectives. His expertise facilitating the division of complex assets such as stock options, business and venture capital interests, and real estate investments enables him to bring a unique approach to divorce lending. In addition, Mr. Crowley oversees the business development and strategic growth initiatives of Divorce Mortgage Advisors.

Mr. Crowley earned a bachelor’s degree in Business Economics and Accounting from the University of California, Santa Barbara, where he graduated summa cum laude. He also holds the Financial Industry Regulatory (FINRA) Series 7 and 66 licenses.

Garcia, Ross
Ross Garcia, CDLP
Founder & Broker
Divorce Mortgage Advisors

Mr. Garcia currently serves as Managing Partner & Broker at PREI Capital Group, DBA Divorce Mortgage Advisors. Ross also serves as Co-Founder of Survive Divorce .

Mr. Garcia is a mortgage pundit with an extensive network of bank lending relationships. He has a high proficiency for mortgage underwriting guidelines, specifically relating to divorce mortgage transactions. This skill – coupled with his lender relationships – affords Mr. Garcia’s clients the highest rate of success when applying for a mortgage whether before, or after divorce.

Prior to joining PREI, Mr. Garcia served as a Private Mortgage Banker with the Wells Fargo Private Bank located in Beverly Hills, CA. During his tenure with the Private Bank, he contributed to the origination of over $400 million in residential mortgage financing.

Mr. Garcia has earned a unique designation as a Certified Divorce Lending Professional (CDLP). He is well versed in navigating complex divorce scenarios which require specifically structured financing and a high-level of expertise. He has been involved in hundreds of divorce financing cases and is often called upon to serve as a valuable resource for attorney’s in evaluating options surrounding division of property. Mr. Garcia has also testified as an expert witness on related issues.

Mr. Garcia was selected as a Member of the Forbes Finance Council. He earned a Bachelor’s Degree in Business Economics from the University of California, Santa Barbara.

New Date: Friday, July 19, 2019 Friday, December 6, 2019

Time: Check-In: 11:45 am; Presentation: 12:00 – 1:00 pm

Presenter(s):
Jason Crowley, CFA, CFP, CDFA
Co-Founder & Advisor
Divorce Mortgage Advisors

Ross Garcia, CDLP
Founder & Broker
Divorce Mortgage Advisors

Place: SCBA Office, 111 Santa Rosa Ave., Ste. 222, Santa Rosa, CA 95404.
Parking for this seminar is ONLY available in the Public Parking Garage at 555 First Street. Do not park in the parking lot at 111 Santa Rosa Avenue.

MCLE: 1.0 Unit MCLE Credit in General Law

Registration Fee: $60–SCBA Members | $75–Public | $20–Students (ALL Students must provide proof of current enrollment to receive discount)

Student: $20 (The student discount is available online for SCBA Student Members. Students who are not members of SCBA may utilize the student discount by downloading the registration form and submitting it with proof of current enrollment to the SCBA Offices. For more information on becoming a member of SCBA, please contact Susan Demers at (707) 542-1190 ext. 18.)

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